Deliver measurable value to your Portcos Since 2012, Trajectory has supported over 70 carve-out and merger transactions completed by 15 different private equity & diligence teams by delivering cloud-based NetSuite ERP solutions.

Our experience and depth of practical knowledge in Enterprise business processes and applications helps us to engage on either side of the transaction. We provide services supporting sell-side readiness and separation planning, as well as integrating with buy-side teams to help assess, manage and execute the transition or implementation of financial applications and data.

Trajectory’s CEO tells us how meticulous cutover implementation is the key to smooth carve-out transitions.”

Read our article for CIO Review here >

We assemble teams of technical and business process consultants who leverage our proven methodology and tools to deliver high-value with minimal impact or disruption to business operations.

Focused on NetSuite ERP, we deliver financial and accounting solutions and process optimizations that help you execute carve-outs successfully. For your middle-market portfolio companies, our solutions help them gain a deeper understanding of vital business performance metrics, make informed decisions to implement successful strategies and maximize returns.

Trajectory is prepared to engage at virtually any point in the carve-out/transaction lifecycle. With tools and know-how at every stage, we work together with you to help deliver smooth transitions from Day 0 onward. As a specialist NetSuite solutions provider, Trajectory furnishes private equity firms with enterprise-ready cloud business management suites, including:

  • Pre-divestiture planning and technology/process readiness assessments
  • Business Process requirements capture, NetSuite ERP solution design, and ERP cloning for financial accounting and enterprise resource planning
  • Business Process requirements capture, NetSuite CRM solution design, and CRM cloning or NetSuite-to-Salesforce.com integration design
  • Professional Services Automation (PSA): for project and resource management
  • Value creation process assessments
Trajectory's NetSuite solutions create value by:
Cutting order-to-cash cycle by 50%
Accelerating financial close by 20-50%
Decreasing IT costs by 50%
Reducing audit preparation by 50%
Lowering invoicing costs by 20-50%
Source: NetSuite
Trajectory has allowed us to increase the engagement level with a number of our carve-out and M&A advisory clients. They provide subject matter expertise as well as resource depth that is allowing our Private Equity team to continue to deliver the highest quality service, leverage the opportunity within the cloud ERP space and continue to develop our own NetSuite practice.”
- DIRECTOR of NETSUITE PRACTICE
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Trajectory is an owner operated boutique firm with enterprise acumen that believes in flat and transparent management. We help private equity firms achieve value creation faster through improving operational efficiency and increase stakeholder value through a mix of hands-on business consulting and the right technology. Find out how we can help you.